RIA Intel›Advisers›Oregon›MCKELVEY WEALTH MANAGEMENT, LLC

MCKELVEY WEALTH MANAGEMENT, LLC

Advisory

TIGARD, OR

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in OR

#287

of 305 advisers by AUM

Average account

$304K

across 195 accounts

AUM per adviser

$59M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$59M

Discretionary AUM$59M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients82

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

82 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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